Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KEYCORP /NEW/KEY · Entity 3220 | Director | May 15, 2025 | May 19, 2025 |
| Snap-on IncSNA · Entity 3268 | Director | February 12, 2026 | February 12, 2026 |
| Voya Financial, Inc.VOYA · Entity 3571 | Director | September 30, 2026 | October 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
KEYCORP /NEW/
Report date May 15, 2025 · Filed May 19, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 67,068 |
Reported balance
After 2025-05-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2025-05-15 · Grant · Acquired 8,798 · Balance 67,068 F4: Each Deferred Share is the economic equivalent of one Common Share. F6: The Deferred Shares were awarded under the Deferred Share Plan. F5: Under the terms of KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp Amended and Restated 2019 Equity Compensation Plan (the "Deferred Share Plan"), payment of the deferred shares has been deferred until October 1, 2029. F7: Includes approximately 2,959 dividend-equivalent Deferred Shares accrued between June 2024 and March 2025. |
| Common SharesSEC Table I · non-derivative | Direct | 62,970 |
Reported balance
Holding disclosure · report date 2025-05-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 62,970 |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 87,715 |
Reported balance
Holding disclosure · report date 2025-05-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 87,715 F1: These shares are held in a living trust. The reporting person is trustee of the trust. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 5,954 |
Reported balance
Holding disclosure · report date 2025-05-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,954 F2: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 4,485 |
Reported balance
Holding disclosure · report date 2025-05-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,485 F3: These shares are held in a trust for the benefit of the reporting person's grandchild. The reporting person's spouse is trustee of the trust. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 12,900 |
Reported balance
Holding disclosure · report date 2025-05-15 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 12,900 F2: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held in a living trust. The reporting person is trustee of the trust.
F2: These shares are held in a trust for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trust.
F3: These shares are held in a trust for the benefit of the reporting person's grandchild. The reporting person's spouse is trustee of the trust.
F4: Each Deferred Share is the economic equivalent of one Common Share.
F5: Under the terms of KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp Amended and Restated 2019 Equity Compensation Plan (the "Deferred Share Plan"), payment of the deferred shares has been deferred until October 1, 2029.
F6: The Deferred Shares were awarded under the Deferred Share Plan.
F7: Includes approximately 2,959 dividend-equivalent Deferred Shares accrued between June 2024 and March 2025.
Snap-on Inc
Report date February 12, 2026 · Filed February 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,526.5609 |
Reported balance
After 2026-02-12 transaction · row 1
1 source rowRow 1 · 2026-02-12 · Grant · Acquired 520 · Balance 10,526.5609 F1: Grant of restricted stock from the Company. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 289.7773 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 289.7773 |
| Common StockSEC Table I · non-derivative | IndirectBy Family Trust | 370 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 370 |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,064.629 |
Reported balance
Holding disclosure · report date 2026-02-12 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance 2,064.629 F2: 1 for 1. F3: Scheduled for issuance in a lump sum after the earliest of July 25, 2029, death or a change of control. F4: Includes 53.918 deferred stock units acquired through exempt dividend reinvestments. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted stock from the Company.
F2: 1 for 1.
F3: Scheduled for issuance in a lump sum after the earliest of July 25, 2029, death or a change of control.
F4: Includes 53.918 deferred stock units acquired through exempt dividend reinvestments.
Voya Financial, Inc.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Fee Plan Issuer Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,061.939 |
Reported balance
After 2026-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-30 · Grant · Acquired 88.643 · Balance 6,061.939 F2: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F3: Includes dividend of 29.108 shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 7,162 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,162 F1: These shares are held in a trust for the benefit of the reporting person. The reporting person is the trustee of the trust. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 29,595 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 29,595 F4: The stock units will vest based on their respective award agreements. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are held in a trust for the benefit of the reporting person. The reporting person is the trustee of the trust.
F2: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future.
F3: Includes dividend of 29.108 shares.
F4: The stock units will vest based on their respective award agreements.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 09, 2017 Filed Feb 13, 2017 22:15 UTC | Snap-on Inc SNA · Entity 3268 | GrantCommon Stock | 774 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001127602-17-005518 · form4.xml · nonDerivative · entry 1 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,093.8079 F1 · price: Grant of restricted stock from the Company. F2 · balance_after: Includes 3.4492 shares acquired under a dividend reinvestment plan. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 15:47 UTC | KEYCORP /NEW/ KEY · Entity 3220 | PurchaseCommon Shares | 4,800 | $17.66 | $84,768.00 |
DisclosureSEC source: 0001294671-17-000010 · edgar.xml · nonDerivative · entry 1 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 8,300 F1 · ownership.nature: These shares are held in a living trust. The reporting person is trustee of the trust. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 21:54 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 1,094 | $18.27 | $19,987.38 |
DisclosureSEC source: 0001294671-17-000003 · edgar.xml · derivative · entry 4 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,568 Underlying: Common Shares · 1,094 shares Expires not disclosed F3 · derivative.exercise_price: Directors may elect to defer the payment of directors' fees into the Directors' Deferred Share Sub-Plan to the KeyCorp 2013 Equity Compensation Plan (the "Deferred Share Plan"). The deferred fees are converted into deferred shares, which are the economic equivalent of common shares. F4 · derivative.exercise_date: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of January 2, 2019 or the death of the participant. F4 · derivative.expiration_date: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of January 2, 2019 or the death of the participant. F5 · balance_after: Includes approximately 301 dividend-equivalent deferred shares accrued under the Deferred Share Plan in December 2016. Read SEC document |
| December 30, 2016 Filed Jan 3, 2017 23:05 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Fee Plan Issuer Stock Units · Derivative | 796.787 | $39.22 | $31,249.99 |
DisclosureSEC source: 0001127602-17-000330 · form4.xml · derivative · entry 3 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,231.32 Underlying: Common Stock · 796.787 shares Expires not disclosed F2 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 23:05 UTC | Voya Financial, Inc. VOYA · Entity 3571 | OtherDeferred Fee Plan Issuer Stock Units · Derivative | 0.872 | $39.39 | $34.35 |
DisclosureSEC source: 0001127602-17-000330 · form4.xml · derivative · entry 2 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,434.533 Underlying: Common Stock · 0.872 shares Expires not disclosed F2 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F3 · shares: Dividend payment F2 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| October 31, 2016 Filed Nov 1, 2016 20:56 UTC | Snap-on Inc SNA · Entity 3268 | GrantDeferred Stock Units · Derivative | 154 | $154.10 | $23,731.40 |
DisclosureSEC source: 0001127602-16-065687 · form4.xml · derivative · entry 2 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,649.099 Underlying: Common Stock · 154 shares Expires not disclosed F2 · derivative.exercise_price: 1 for 1. F3 · kind: Payment of fees in stock under the Company's Directors' 1993 Fee Plan. The reporting person elected to defer receipt of such stock. F4 · derivative.exercise_date: Scheduled for issuance in a lump sum after the earliest of July 25, 2024, death or upon a change of control. F4 · derivative.expiration_date: Scheduled for issuance in a lump sum after the earliest of July 25, 2024, death or upon a change of control. F5 · balance_after: Includes 6.097 deferred stock units acquired through exempt dividend reinvestments. Read SEC document |
| September 30, 2016 Filed Oct 3, 2016 21:38 UTC | Voya Financial, Inc. VOYA · Entity 3571 | GrantDeferred Fee Plan Issuer Stock Units · Derivative | 1,084.316 | $28.82 | $31,249.99 |
DisclosureSEC source: 0001127602-16-063727 · form4.xml · derivative · entry 3 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,433.661 Underlying: Common Stock · 1,084.316 shares Expires not disclosed F2 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:08 UTC | KEYCORP /NEW/ KEY · Entity 3220 | GrantDeferred Shares · Derivative | 1,643 | $12.17 | $19,995.31 |
DisclosureSEC source: 0001294671-16-000200 · edgar.xml · derivative · entry 4 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,173 Underlying: Common Shares · 1,643 shares Expires not disclosed F3 · derivative.exercise_price: Directors may elect to defer the payment of directors' fees into the Directors' Deferred Share Sub-Plan to the KeyCorp 2013 Equity Compensation Plan (the "Deferred Share Plan"). The deferred fees are converted into deferred shares, which are the economic equivalent of common shares. F4 · derivative.exercise_date: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of January 2, 2019 or the death of the participant. F4 · derivative.expiration_date: Under the terms of the Deferred Share Plan, payment of the deferred shares has been deferred until the earlier of January 2, 2019 or the death of the participant. F5 · balance_after: Includes approximately 433 dividend-equivalent deferred shares accrued under the Deferred Share Plan in September 2016. Read SEC document |
| September 29, 2016 Filed Oct 3, 2016 21:38 UTC | Voya Financial, Inc. VOYA · Entity 3571 | OtherDeferred Fee Plan Issuer Stock Units · Derivative | 0.83 | $28.31 | $23.50 |
DisclosureSEC source: 0001127602-16-063727 · form4.xml · derivative · entry 2 GILLIS RUTH ANN M · CIK 0001185158 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,349.345 Underlying: Common Stock · 0.83 shares Expires not disclosed F2 · derivative.exercise_price: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F3 · shares: Dividend payment F2 · derivative.exercise_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. F2 · derivative.expiration_date: Each of these units represents a right to receive the cash value of one share of the company's common stock upon the reporting person's separation from the company or on an earlier in-service date that the reporting person elected. The reporting person may reallocate investments in these units to alternative investments in the future. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.